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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$29.42
Change+$0.25 (+0.86%)
VolumeN/A
Net Assets1.23B
American Funds American Mutual R4
Price$61.47
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets110.88B
LVAEX vs RMFEX Comparison Chart in %
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LVAEX vs. RMFEX commentary
Sep 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. LVAEX (1.23B). LVAEX pays higher dividends than RMFEX: LVAEX (1.59) vs RMFEX (1.49). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). LVAEX (0.93) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX annual gain was more profitable for investors over the last year : 7.44 vs. LVAEX (5.61). RMFEX return over 5 years is better than : 62.65 vs. LVAEX (41.23).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 11.805 | 13.168 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 111B | 1% |
| Annual Yield % from dividends | 1.59 | 1.49 | 107% |
| Returns for 1 year | 5.61 | 7.44 | 75% |
| Returns for 3 years | 19.66 | 35.34 | 56% |
| Returns for 5 years | 41.23 | 62.65 | 66% |
| Returns for 10 years | 56.04 | 104.13 | 54% |
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